APG Asset Management
OTIS icon

APG Asset Management’s Otis Worldwide OTIS Stock Holding History

APG Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8M Buy
300,722
+67,357
+29% +$5.03M 0.05% 284
2026
Q1 		$15.6M Sell
233,365
-7,510
-3% -$657K 0.05% 265
2025
Q4 		$17.9M Sell
240,875
-27,512
-10% -$2.46M 0.05% 261
2025
Q3 		$20.9M Sell
268,387
-10,000
-4% -$908K 0.06% 246
2025
Q2 		$23.5M Buy
278,387
+8,404
+3% +$811K 0.07% 232
2025
Q1 		$25.8M Sell
269,983
-16,544
-6% -$1.62M 0.08% 205
2024
Q4 		$25.6M Buy
286,527
+232,324
+429% +$23.3M 0.07% 223
2024
Q3 		$5.05M Sell
54,203
-162,567
-75% -$15.5M 0.03% 254
2024
Q2 		$19.5M Buy
216,770
+76,523
+55% +$7.37M 0.03% 329
2024
Q1 		$12.9M Sell
140,247
-39,199
-22% -$3.62M 0.02% 393
2023
Q4 		$14.5M Buy
179,446
+10,882
+6% +$905K 0.03% 357
2023
Q3 		$13.5M Sell
168,564
-7,820
-4% -$669K 0.03% 371
2023
Q2 		$14.4M Sell
176,384
-3,075
-2% -$259K 0.03% 375
2023
Q1 		$13.9M Sell
179,459
-108,072
-38% -$8.94M 0.03% 381
2022
Q4 		$22.5M Buy
287,531
+10,031
+4% +$741K 0.04% 361
2022
Q3 		$18.1M Sell
277,500
-67,407
-20% -$4.93M 0.05% 326
2022
Q2 		$23.3M Sell
344,907
-67,771
-16% -$4.99M 0.05% 313
2022
Q1 		$28.5M Sell
412,678
-6,326
-2% -$506K 0.05% 311
2021
Q4 		$32.1M Sell
419,004
-62,446
-13% -$5.23M 0.05% 309
2021
Q3 		$34.2M Sell
481,450
-101,290
-17% -$8.91M 0.06% 308
2021
Q2 		$40.2M Sell
582,740
-11,948
-2% -$920K 0.07% 298
2021
Q1 		$34.6M Sell
594,688
-102,571
-15% -$6.71M 0.06% 334
2020
Q4 		$38.5M Sell
697,259
-137,033
-16% -$8.89M 0.06% 309
2020
Q3 		$44.4M Buy
834,292
+137,600
+20% +$8.42M 0.08% 266
2020
Q2 		$35.3M Buy
+696,692
New +$36.1M 0.06% 285

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

APG Asset Management's OTIS Position: Q2 2026 in Review

APG Asset Management increased its Otis Worldwide (OTIS) stake by 29% in Q2 2026, buying an estimated $5.03M and bringing the position to 300,722 shares worth $18.8M. The position accounts for 0.05% of the portfolio, ranked #284.

APG Asset Management first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $44.4M in Q3 2020. 1,014 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • APG Asset Management held 300,722 shares of Otis Worldwide worth $18.8M as of Q2 2026.
  • APG Asset Management bought 67,357 Otis Worldwide shares in Q2 2026, an estimated $5.03M.
  • Otis Worldwide made up 0.05% of APG Asset Management's portfolio in Q2 2026, its #284 holding.
  • APG Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • APG Asset Management's Otis Worldwide position peaked at $44.4M in Q3 2020.
  • 1,014 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on APG Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.